Wealth Quarterback LLC Purchases and Sells in Q4 2024

Wealth Quarterback LLC

$212 Million
Q4 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	22K + 37.15%	$570.51 - $610.59 $12.5M - $13.4M	81.1K $47.8M
DIA	14.9K + 67.98%	$417.69 - $450.94 $6.23M - $6.72M	36.8K $15.7M
QUAL	15.1K + 23.81%	$176.42 - $186.91 $2.67M - $2.83M	78.7K $14M
AAPL	2.94K + 8.56%	$221.69 - $259.02 $652K - $762K	37.3K $9.35M
IUSG	3.15K + 4.81%	$129.96 - $144.97 $410K - $457K	68.8K $9.58M
AMZN	1.32K + 10.17%	$180.88 - $232.93 $239K - $307K	14.3K $3.14M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ONEQ	76.7K New	$70.54 - $79.61 $5.41M - $6.11M	76.7K $5.84M
IEMG	56.2K New	N/A	56.2K $3.01M
MTUM	7.1K New	$201.32 - $217.44 $1.43M - $1.54M	7.1K $1.47M
TTD	2.24K New	$108.7 - $139.51 $243K - $313K	2.24K $263K
GILD	2.37K New	$83.95 - $97.9 $199K - $232K	2.37K $219K
GBTC	2.91K New	$47.29 - $84.74 $138K - $247K	2.91K $216K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-50.2K - 45.68%	$61.68 - $67.87 $3.1M - $3.41M	59.7K $3.72M
SPDW	-80.5K - 90.38%	$34.13 - $37.35 $2.75M - $3.01M	8.57K $292K
XLV	-15.3K - 85.05%	$136.28 - $154.74 $2.08M - $2.36M	2.68K $368K
XLU	-6.88K - 13.6%	$74.89 - $82.93 $515K - $571K	43.7K $3.31M
SBUX	-6.65K - 63.1%	$87.44 - $102.5 $582K - $682K	3.89K $354K
LLY	-606 - 35.29%	$727.2 - $932.06 $441K - $565K	1.11K $857K

Activity Summary All Purchases 72 New Holdings 8 Increased Positions 64 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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